Good Morning: This is a daily review of the stocks in your portfolio, updated on Thursday, August 7, 2025 at 7:19 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0471829 -0.0695337 9528.171 1
Buy_Hold -0.1014621 -0.1474556 9081.811 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPL Interactive

AMZN

AMZN Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0511301 0.0771904 10511.30 3
Buy_Hold 0.0693636 0.1051713 10800.66 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZN Interactive

BA

BA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3870003 0.6287476 13870.0 4
Buy_Hold 0.4477611 0.7362772 14708.5 1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BA Interactive

BABA

BABA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1384355 0.2132851 11384.36 2
Buy_Hold 0.3833123 0.6222941 13985.19 1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABA Interactive

BYDDY

BYDDY Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2495065 0.3939563 12495.07 3
Buy_Hold 0.2826582 0.4494621 12811.03 1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDY Interactive

COST

COST Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0870722 0.1325719 10870.72 3
Buy_Hold -0.0034161 -0.0050895 10004.85 1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COST Interactive

CRCL

CRCL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0774203 0.564267 10774.20 1
Buy_Hold 0.9429292 52.794998 23436.23 1

##### CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCL Interactive

CRWV

CRWV Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000 0.00000 10000.00 0
Buy_Hold 1.756 16.64547 28266.67 1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWV Interactive

EL

EL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1543478 0.2386590 11543.48 2
Buy_Hold 0.2500000 0.3947773 12465.43 1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
EL Interactive

ELF

ELF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0444906 -0.0656107 9555.094 1
Buy_Hold -0.1476992 -0.2120378 8491.538 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELF Interactive

GELYF

GELYF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2834225 0.4507501 12834.23 2
Buy_Hold 0.3220339 0.5163091 13764.70 1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYF Interactive

GLD

GLD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.0000000 10000.00 0
Buy_Hold 0.2643023 0.4186406 12660.55 1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLD Interactive

GOOGL

GOOGL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0397361 0.0598258 10397.36 2
Buy_Hold 0.1606392 0.2487389 11637.39 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGL Interactive

JPM

JPM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1152636 0.1766460 11152.64 2
Buy_Hold 0.1667067 0.2584855 11660.53 1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPM Interactive

MSFT

MSFT Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0474003 0.0714960 10474.00 2
Buy_Hold 0.2396449 0.3775832 12495.89 1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFT Interactive

NBIS

NBIS Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8103621 1.423038 18103.62 4
Buy_Hold 1.5052297 2.933066 25040.91 1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBIS Interactive

NET

NET Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0623347 10413.86 2
Buy_Hold 1.1589702 2.1506727 21648.25 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NET Interactive

NVDA

NVDA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0935063 0.1425819 10935.06 2
Buy_Hold 0.2977938 0.4750399 13117.41 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDA Interactive

O

O Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1034156 0.1580554 11034.156 2
Buy_Hold -0.0169287 -0.0251375 9728.205 1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
O Interactive

QQQ

QQQ Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0024053 0.0035887 10024.05 2
Buy_Hold 0.1129596 0.1730231 11213.41 1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQ Interactive

QQQM

QQQM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0023556 0.0035145 10023.56 2
Buy_Hold 0.1130601 0.1731810 11213.98 1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQM Interactive

SCHD

SCHD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0350813 -0.0518573 9649.187 1
Buy_Hold -0.0965120 -0.1404428 9047.135 1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHD Interactive

TCMD

TCMD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2966647 -0.4083019 7033.353 1
Buy_Hold -0.3848516 -0.5154453 6192.684 1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMD Interactive

TSM

TSM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1825709 0.2840869 11825.71 1
Buy_Hold 0.2529513 0.3996906 12746.96 1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSM Interactive

V

V Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0264358 0.0396739 10264.36 1
Buy_Hold 0.0782659 0.1189181 10809.76 1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
V Interactive

VDADX

VDADX Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0651552 0.0986922 10651.55 2
Buy_Hold 0.0113473 0.0169673 10113.47 1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADX Interactive

VDE

VDE Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0919468 0.1401531 10919.468 5
Buy_Hold -0.1117155 -0.1619214 8897.432 1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDE Interactive

VOO

VOO Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0540099 0.0815940 10540.10 2
Buy_Hold 0.0509350 0.0768924 10550.53 1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOO Interactive

VUG

VUG Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0025299 0.0037748 10025.30 2
Buy_Hold 0.1140224 0.1746938 11214.23 1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUG Interactive

VYM

VYM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0363874 0.0547400 10363.874 2
Buy_Hold -0.0017812 -0.0026549 9998.513 1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYM Interactive